Validity of Objects and Assignments (SAP Library - Organizational Management in SAP CRM)

Validity of Objects and Assignments

Use

So that the presentation of your organizational plan can be exact, objects and assignments between objects exist for a specific period of time. You determine the validity period of objects and assignments when you create them, as required.

Features

Key Date and Preview Period

In the OMATTCRM Change view a key date and a preview period are always set.

Every time you log on, the current date is set as the key date. You can change the key date. Data valid on the date you have selected is displayed.
Every time you log on, a preview period of 3 months is set. This means that all data changes in this time period are displayed. You can change this preview period. Next time you log on, the preview period that you selected is set.

System Response

When you create an organizational unit or position in the overview area,

the validity of the object begins with the key date set, this can be moved forward in the detail area

the assignment begins with the key date set

If you want the validity of the organizational unit, position or assignment to be restricted, you can terminate them. For more information, see Terminating Objects or Assignments.

If you are Searching for Objects in the search area, the system selects all the objects that exist on the key date and preview period you set, and presents them for selection in the selection area.

Objects whose validity begins only in the preview period set, are indicated by an This graphic is explained in the accompanying text in the selection area. Objects, whose validity ends in the preview period, are indicated by a .

If you have selected an object to be Displaying, in the overview area, according to object type

the relevant organizational structure and the organizational units assigned to it on the key date or in the preview period is displayed.

the relevant staff assignments and the positions, persons (employees) or users assigned to it on the key date or in the preview period are displayed.

Objects whose assignment to another object begins only in the preview period set, are indicated by a This graphic is explained in the accompanying text . Objects whose assignment to another object ends in the preview period, are indicated by a .

If you are Assigning an object to another object in the overview area or detail area, the new assignment applies from the key date to the end of the validity of an object. If you have activated Query time period for organizational changes, assignments of organizational units and positions are valid in the period you entered in the Query time period for organizational changes dialog box.

Note

Assignments can only be made in the detail area in key date mode. Change the mode by choosing This graphic is explained in the accompanying text .

Activities

Before you perform a step, check the key date and preview period that are set. Change the settings as required. For more information, see Selecting a Date and Preview Period.

If required, activate/deactivate Query Time Period for Organizational Changes